Office Hours
In this lesson, you’ll learn how to connect LO Ninja scheduling links to your website so borrowers can book loan officer appointments fast. You’ll also see how the post-close sequence in Arrive works once a loan is marked as funded, including borrower follow-up, partner updates, and automated review requests. Rivan shows how to edit workflow timing, check who is in a sequence, and stop a message from going out if needed. The team also covers automation for “not yet ready” leads, so you can stay in touch without sounding pushy. Finally, you’ll get a look at helpful tools like ConnectVid (quick video messages) and Stickm (contact monitoring), plus how admin access and two-way Gmail/email sync help your team track replies and manage leads more smoothly.